Discerene Value Advisors LLC is a large advisory firm based in Stamford. It manages $222.72 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Connecticut.
Discerene Value Advisors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Discerene Value Advisors LLC is $222.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 538% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Discerene Value Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Soo Chuen Tan has been acting as President since 1 Aug 2014. Discerene Holdings Inc. joined the executive team most recently as the General Partner Of Discerene Group Lp.
The principal office where Discerene Value Advisors LLC performs its advisory services is located at 2777 Summer St., Stamford, CT 06905, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-274-8801 or by fax (203) 569-9170. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.